Who Dafin is for
AI that fits how you actually work.
From relationship managers preparing for a client call, to CIOs aligning the house view, to compliance officers running concentration checks — Dafin works across the front, middle and back office.
By role
Across the front, middle and back office.
Relationship Managers
Client-facing
Portfolio Managers
Performance
Traders
Execution
CIO & Investment Committee
Strategy
Risk & Compliance
Audit · Control
Middle Office
Reconciliation
Back Office
Reporting
Client Reporting
Communications
In practice
Real questions our users ask.
Relationship Manager
Summarise my client’s portfolio YTD vs their benchmark before this morning’s call.
Portfolio Manager
Where is allocation drift the largest across my Tier 1 mandates?
Risk & Compliance
Which clients are due for MiFID suitability review this quarter?
CIO
Which positions in my book are misaligned with our current house view on rates?
TAILORED TO YOUR TEAM
See Dafin in your team’s workflow.
Book a demo and we’ll tailor it to the roles in your firm.
Enterprise AI assistant for financial institutions. Secure, accurate, and transparent.
Solutions
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